Operations Overview
Operations covers the day-to-day use of the PMS: reservations, front desk, cashiering (folio, cash register), housekeeping, night audit, and reports. Use this section to find the right screen and workflow for each task.
Each module has its own Common FAQs and Troubleshooting sections. See the main Troubleshooting page — it links to module-specific help for Reservations, Front Desk, Cashiering, Housekeeping, Night Audit, Dashboard, Configuration, and Profiles.
Structure: Reservations has an overview and sub-views (All Reservations, Arrivals, Departures, Waitlist, Cancellations). Profiles has an overview and one doc per profile type. Front Desk, Cashiering, Housekeeping, and Reports each have an overview and one doc per sub-screen (e.g. Front Desk → Room Plan, In-House, Checked-Out). Night Audit is a single doc; Workflows covers end-to-end flows.
What’s in Operations
| Area | What it’s for |
|---|---|
| Dashboard | Property overview — stats, revenue chart, housekeeping summary, VIP chart, available rooms. |
| Workflows | End-to-end flows: check-in, end-of-day, checkout, and profile linking. |
| Reservations | Create, edit, and manage bookings; List, Arrivals, Departures, Waitlist, Cancellations, Confirmation Letter, Registration Form. |
| Front Desk | Room plan, In-house (current guests), Checked-out (departed guests). |
| Cashiering | Cash Register Login, Transaction (folio), Cashier Shift, Quick Checkout, Post Room Charge, Journal by Transaction, Room Routing. |
| Billing | Full folio management — split, transfer, adjust, void, print folio, routing, checkout. |
| Housekeeping | Management (tabbed), Room Status, Tasks, Lost & Found, Maintenance, Out of Order, Room Chart, Room Plan. |
| Night Audit | Run night audit, post room charges, view runs, summaries, exceptions, reports, guest ledger. |
| Reports | Reservation, frontdesk, billing, housekeeping, night audit, trial balance, manager report, guest information. |
| Profiles | Individual, company, and travel agent profiles. |
| User Activity Logs | Audit trail of all user actions in the system. |
| Database Manager | Multi-property database management (administrators only). |
How to Navigate
- By task — Use Workflows for full procedures (check-in, end-of-day).
- By module — Use the links above for the screen you need (reservations, room plan, folio, housekeeping, night audit, reports).
- From the app — The sidebar Reservation, Front Desk, Cashiering, Housekeeping, Night Audit, and Report items map to these docs.
Permissions
What you see in the app depends on your user permissions. If a menu item is missing, your account may not have access. See Roles and permissions.
See also
- Cashiering — Folio, cash register login, Transaction, Cashier Shift, Quick Checkout.
- Night Audit — Close business date, post room charges, audit reports and guest ledger.
- Reports — Night audit, billing (folio summary), reservation, frontdesk, housekeeping reports.
- Dashboard — Overview and quick actions into reservations, room plan, housekeeping.
- Configuration — Setup for rooms, rates, cashiering, housekeeping, etc.
- Profiles — Individual, company, travel agent profiles used in reservations and billing.